True Potential Wealth Management - Marcus Platt

18/04/2026

Great to see the continued investment and long-term vision at True Potential.

This isn’t just about a new building — it’s about commitment to people, innovation, and the future of financial advice. Proud to be part of a business that’s focused on growth and delivering better outcomes for clients every day.

Exciting times ahead. 🚀

Today marks an important milestone for True Potential as our CEO Gerry Mallon formally opened our new staff building alongside colleagues.

The opening represents growth and a long-term commitment to the North East, it’s people and future. Gateway House is a statement of confidence in the long-term future we are building together. As one of the North East's most significant financial services employers, True Potential is a long-term anchor for the region.

Thank you to all the people who made this moment possible.

04/03/2026

I haven’t shared much publicly about my move to True Potential Wealth Management, but it feels like the right time to do so.

The last year has been a journey. Challenging, humbling, and ultimately one of the best decisions I’ve ever made. I can now say with complete confidence that joining True Potential was absolutely the right choice.

The culture, the support, and the people have made it feel like home from day one. I’m surrounded by a team that shares my values of integrity, transparency, and putting clients first.

To my clients, family, and friends who’ve supported me through it all — thank you. The messages, trust, and encouragement mean more than you’ll ever know.

Here’s to the next chapter — helping families build clarity, confidence, and control over their finances, from my new home at True Potential Wealth Management.

🌱 Photo from a magical family moment. A reminder of what really matters, and why this next chapter means so much.

For clarity, any posts above this date were created prior to my move. All posts from here onwards relate to my work with True Potential Wealth Management.

Marcus Platt is a Restricted Financial Adviser with True Potential Wealth Management LLP (OC356611) which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Head Office: Newburn House, Gateway West, Newcastle upon Tyne, NE15 8NX.

04/03/2026

For clarity, any posts before this date were created prior to my move. All posts from here onwards relate to my work with True Potential Wealth Management.

Helping families across North Wales, Cheshire & Wirral make confident financial decisions through clear, trusted advice.

Chartered Financial Planner | Retirement & Investment Planning

With nearly 18 years’ experience, I help individuals and families gain clarity, confidence, and control over their financial future. Trust and integrity sit at the heart of everything I do.

Based on the high street in Mold (and yes, “near Wrexham-ish… near Chester!”), I commonly help with:
• Retirement planning – turning pensions into a clear, tax-aware income plan
• Investment planning – building a strategy that matches goals and attitude to risk
• Estate planning – helping families plan ahead and organise finances effectively

Meetings are flexible: in my Mold office, at home, or via video/phone.

Get started here:
https://www.truepotential.co.uk/marcus-platt/

Marcus Platt is a Restricted Financial Adviser with True Potential Wealth Management LLP (OC356611) which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Head Office: Newburn House, Gateway West, Newcastle upon Tyne, NE15 8NX.

25/12/2024

A third (33%) don’t think advice is relevant to them, while others aren’t aware of its benefits or don’t believe it’s the right time to take advice (8% and 7% respectively)

24.6 million people have never accessed any kind of financial advice or guidance

Among those who have received advice or guidance, 84% say they benefitted mentally or emotionally
The findings reveal that financial advice can - and does - transform lives.

Read more: https://www.sjp.co.uk/individuals/news/whats-the-real-life-value-of-financial-advice?utm_source=linkedin&utm_medium=organic_social&utm_campaign=rla_24&utm_content=rla_chp1_image

20/12/2024

Higher interest rates has meant securing funding to invest in growth is harder for businesses – so you need to place emphasis on corporate quality as well as the narrative in numbers.

Quality comes from the factors that drive the long-term value in your firm, such as a healthy cash flow, quality of earnings, agility, innovation and intellectual property, in addition to strong profits.

To improve quality, you should look at what makes your business attractive to clients and investors, and the processes and strategies that will build on this.

Read more: https://www.familytreewealthmanagement.co.uk/article/detail/sjpp/balancing-quality-and-growth-in-business?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing

18/12/2024

You may think that you’ll only need financial advice if you’re fortunate enough to come into a lot of money, or if you’re a higher rate taxpayer. Especially since the government has already flagged a ‘painful Autumn Budget’ ahead to bridge the £22bn ‘black hole’ it inherited.

Staying on track with your long-term financial goals is even more challenging if prices rise too, and you need to dig deeper to pay the bills.

Financial advice helps you control your spending in a short-term squeeze, and make sure you’re set for a more comfortable financial future in the longer term.

Read more: https://www.familytreewealthmanagement.co.uk/article/detail/sjpp/are-you-prepared-for-any-upcoming-tax-rises-and-price-increases?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing

17/12/2024

💭 Do you love your job or do you hate it? Or do you, like me, experience the roller coaster of both?

Source: https://www.instagram.com/thomasandvisuals

13/12/2024

For it’s first Budget, the Labour Government is expected to make a number of tough decisions.

There has been widespread speculation to Government could look at pensions, Capital Gains Tax, Inheritance Tax, or even a ‘wealth tax’ to raise funds.

With so much uncertainty and speculation, it is important to make sure your financial plans are reviewed regularly.

Read more: https://www.familytreewealthmanagement.co.uk/article/detail/sjpp/what-can-we-expect-in-the-autumn-budget-2024?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing

11/12/2024

Non-executive director (NED) roles can be a great option for SME owners when they exit their business. They can help you widen your leadership experience; stay fresh and motivated; give back to younger entrepreneurs; and prepare to semi-retire with one or more part-time roles.

NED roles are usually part time and involve supporting the executive leadership team on strategic decisions, as well as ensuring the company complies with relevant laws and standards.

The time requirements and pay for NEDs varies between companies. Typically, roles require two or three days per month and the average salary for a NED is £76,868

Read more: https://www.familytreewealthmanagement.co.uk/article/detail/sjpp/transitioning-to-a-non-executive-director-role-within-your-business?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing

10/12/2024

Do not pray for an easy life, pray for the strength to endure a difficult one. Bruce Lee

06/12/2024

If your client is awarded damages for personal injury or medical negligence, working with a financial adviser is crucial to help ensure finances are arranged in the best way to meet their needs.

Read more: https://www.familytreewealthmanagement.co.uk/article/detail/sjpp/the-value-of-personal-support-five-reasons-its-in-your-clients-interests-to-take-financial-advice?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing